PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$2.73M
3
+$2.51M
4
AMZN icon
Amazon
AMZN
+$1.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.48M

Top Sells

1
+$9.39M
2
+$1.91M
3
+$1.56M
4
UNH icon
UnitedHealth
UNH
+$1.17M
5
PEP icon
PepsiCo
PEP
+$1.09M

Sector Composition

1 Technology 10.15%
2 Consumer Staples 5.37%
3 Healthcare 4.54%
4 Consumer Discretionary 4.03%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.25K ﹤0.01%
72
-13
477
$9.23K ﹤0.01%
605
478
$9.08K ﹤0.01%
240
479
$9.07K ﹤0.01%
67
+40
480
$9K ﹤0.01%
310
481
$8.98K ﹤0.01%
87
-11
482
$8.83K ﹤0.01%
36
-3
483
$8.8K ﹤0.01%
134
484
$8.75K ﹤0.01%
475
-5
485
$8.66K ﹤0.01%
1,000
486
$8.6K ﹤0.01%
106
487
$8.58K ﹤0.01%
261
488
$8.55K ﹤0.01%
+458
489
$8.55K ﹤0.01%
81
490
$8.53K ﹤0.01%
181
+71
491
$8.47K ﹤0.01%
91
+50
492
$8.43K ﹤0.01%
123
-16
493
$8.42K ﹤0.01%
174
+63
494
$8.4K ﹤0.01%
41
+11
495
$8.38K ﹤0.01%
26
-26
496
$8.36K ﹤0.01%
1,447
497
$8.26K ﹤0.01%
50
498
$8.22K ﹤0.01%
225
+112
499
$8.22K ﹤0.01%
248
500
$8.09K ﹤0.01%
29
+20
18 19
20
21 22